Beaird Harris Wealth Management’s Global X Uranium ETF URA Stock Holding History

Beaird Harris Wealth Management’s Portfolio URA Stock Details URA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-533	Closed	-$15.4K	–	698
2024 Q2	$15.4K	Sell	533 -750	-58%	-$22.8K	﹤0.01%	323
2024 Q1	$37K	Buy	+1,283	New	+$37.1K	﹤0.01%	224
2023 Q3	–	Sell	-486	Closed	-$10.5K	–	485
2023 Q2	$10.5K	Sell	486 -609	-56%	-$12.5K	﹤0.01%	264
2023 Q1	$21.8K	Buy	1,095 +473	+76%	+$10K	﹤0.01%	221
2022 Q4	$12.5K	Hold	622	–	–	﹤0.01%	302
2022 Q3	$12K	Buy	+622	New	+$13K	﹤0.01%	268

Other funds holding URA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beaird Harris Wealth Management's URA Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Global X Uranium ETF (URA) in Q3 2024, closing a stake of 533 shares — an estimated $15.4K sold.

Beaird Harris Wealth Management first reported a position in URA in Q3 2022 and held it in 6 quarters. The position peaked at $37K in Q1 2024. 331 funds tracked by Wall St. Rank hold URA as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Global X Uranium ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 533 Global X Uranium ETF shares in Q3 2024, an estimated $15.4K.
Beaird Harris Wealth Management first reported a position in Global X Uranium ETF in Q3 2022 and held it in 6 quarters.
Beaird Harris Wealth Management's Global X Uranium ETF position peaked at $37K in Q1 2024.
331 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.